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OneIM WindowsPowerShellConnector UserGuide

The One Identity Manager 8.1.2 User Guide for the Windows PowerShell Connector provides instructions for connecting target systems without native support to One Identity Manager using Windows PowerShell cmdlets. It outlines the necessary setup for synchronization, including user permissions, error handling, and configuration of synchronization projects. The guide emphasizes the need for strong knowledge of Windows PowerShell for effective implementation and includes details on creating custom application roles and permissions for synchronization tasks.

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0% found this document useful (0 votes)
13 views29 pages

OneIM WindowsPowerShellConnector UserGuide

The One Identity Manager 8.1.2 User Guide for the Windows PowerShell Connector provides instructions for connecting target systems without native support to One Identity Manager using Windows PowerShell cmdlets. It outlines the necessary setup for synchronization, including user permissions, error handling, and configuration of synchronization projects. The guide emphasizes the need for strong knowledge of Windows PowerShell for effective implementation and includes details on creating custom application roles and permissions for synchronization tasks.

Uploaded by

kcy43ccwc
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

One Identity Manager 8.1.

User Guide for the Windows


PowerShell Connector
Copyright 2020 One Identity LLC.
ALL RIGHTS RESERVED.
This guide contains proprietary information protected by copyright. The software described in this guide
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recording for any purpose other than the purchaser’s personal use without the written permission of
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One Identity Manager User Guide for the Windows PowerShell Connector
Updated - January 2020
Version - 8.1.2
Contents

Connecting a target system using the Windows PowerShell connector 4


Users and permissions for synchronizing 4
Setting up a custom application role for synchronization 8
Setting up the synchronization server 10
Creating a synchronization project 13
Creating definition files 15
How to set up a synchronization project 16
Updating schemas 18
Starting synchronization 19
Analyzing synchronization 20
Post-processing outstanding objects 20
Configuring target system synchronization 21
How to post-process outstanding objects 23
Configuring the provisioning of memberships 24

Error handling 26
Help for the analysis of synchronization issues 26

About us 27
Contacting us 27
Technical support resources 27

Index 28

One Identity Manager 8.1.2 User Guide for the Windows PowerShell
Connector
3
1

Connecting a target system using


the Windows PowerShell connector

You can use the Windows PowerShell connector to connect target systems to One Identity
Manager that do not have native support in One Identity Manager. Windows PowerShell
cmdlets are used to execute read/write operations in the target system.
The Windows PowerShell connector does not provide a project template for setting
up synchronization. You must create synchronization configuration components
(mappings, workflows, start up configurations ...) manually after the synchronization
project has been saved.
NOTE: You need strong knowledge of Windows PowerShell to set up synchronization with
the Windows PowerShell connector.

To set up synchronization with the Windows PowerShell connection

1. Install and configure a synchronization server and declare the server as Job server in
One Identity Manager.
2. Provide One Identity Manager users with the required permissions for setting up
synchronization and post-processing of synchronization objects.
3. Create a synchronization project with the Synchronization Editor.

Detailed information about this topic

l Setting up the synchronization server on page 10


l Users and permissions for synchronizing on page 4
l Creating a synchronization project on page 13

Users and permissions for


synchronizing
In the synchronization process with the Windows PowerShell connector, there are three use
cases for mapping synchronization objects in the One Identity Manager data model.

One Identity Manager 8.1.2 User Guide for the Windows PowerShell
Connector 4
Connecting a target system using the Windows PowerShell connector
1. Mapping custom target systems
2. Mapping default tables (for example Person, Department)
3. Mapping custom tables

In the case of non-role-based login to One Identity Manager tools, it is sufficient to add one
system user in the DPR_EditRights_Methods permissions group. For detailed
information about system users and permissions groups, see the One Identity Manager
Authorization and Authentication Guide.

Table 1: Users and permissions groups for non role-based login

User Tasks

One Identity Manager l Create customized permissions groups for application


administrators roles for role-based login to administration tools in the
Designer as required.
l Create system users and permissions groups for non role-
based login to administration tools in the Designer as
required.
l Enable or disable additional configuration parameters in
the Designer as required.
l Create custom processes in the Designer as required.
l Create and configure schedules as required.
l Create and configure password policies as required.

System users in the l Configure and start synchronization in the


DPR_EditRights_ Synchronization Editor.
Methods permissions
l Edit the synchronization's target system types as well as
group
outstanding objects in the Manager.

There are different steps required for role-based login, in order to equip One Identity
Manager users with the required permissions for setting up synchronization and post-
processing of synchronization objects.

Table 2: User and permissions groups for role-based login: Mapped as custom
target system

User Tasks

One Identity Manager l Create customized permissions groups for application


administrators roles for role-based login to administration tools in the
Designer as required.
l Create system users and permissions groups for non role-
based login to administration tools in the Designer as
required.
l Enable or disable additional configuration parameters in

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Connector 5
Connecting a target system using the Windows PowerShell connector
User Tasks

the Designer as required.


l Create custom processes in the Designer as required.
l Create and configure schedules as required.
l Create and configure password policies as required.

Target system Target system administrators must be assigned to the Target


administrators systems | Administrators application role.
Users with this application role:

l Administrate application roles for individual target


systems types.
l Specify the target system manager.
l Set up other application roles for target system managers
if required.
l Specify which application roles for target system
managers are mutually exclusive.
l Authorize other employee to be target system
administrators.
l Do not assume any administrative tasks within the target
system.

Target system Target system managers must be assigned to the Target


managers systems | Custom target systems application role or a
child application role.
Users with this application role:

l Assume administrative tasks for the target system.


l Create, change, or delete target system objects, like user
accounts or groups.
l Edit password policies for the target system.
l Prepare groups for adding to the IT Shop.
l Can add employees, who have an other identity than the
Primary identity.
l Configure synchronization in the Synchronization Editor
and defines the mapping for comparing target systems
and One Identity Manager.
l Edit the synchronization's target system types and
outstanding objects.
l Authorize other employees within their area of
responsibility as target system managers and create child
application roles if required.

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Connector 6
Connecting a target system using the Windows PowerShell connector
Table 3: User and permissions groups for role-based login: Mapped as default
tables

User Tasks

One Identity Manager l Create customized permissions groups for application


administrators roles for role-based login to administration tools in the
Designer as required.
l Create system users and permissions groups for non role-
based login to administration tools in the Designer as
required.
l Enable or disable additional configuration parameters in
the Designer as required.
l Create custom processes in the Designer as required.
l Create and configure schedules as required.
l Create and configure password policies as required.

Custom application role Users with this application role:

l Configure and start synchronization in the


Synchronization Editor.
l Edit the synchronization's target system types as well as
outstanding objects in the Manager.

This application role gets its write access through a custom


permissions group and the vi_4_SYNCPROJECT_ADMIN
permissions group.

Table 4: Users and permissions groups for role-based login: Mapped in custom
tables

User Tasks

One Identity Manager l Create customized permissions groups for application


administrators roles for role-based login to administration tools in the
Designer as required.
l Create system users and permissions groups for non role-
based login to administration tools in the Designer as
required.
l Enable or disable additional configuration parameters in
the Designer as required.
l Create custom processes in the Designer as required.
l Create and configure schedules as required.
l Create and configure password policies as required.

Application roles for Administrators must be assigned to the Custom |


custom tasks Administrators application role.

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Connecting a target system using the Windows PowerShell connector
User Tasks

Users with this application role:

l Administrate custom application roles.


l Set up other application roles for managers if required.

Manager for custom Managers must be assigned to the Custom | Managers


tasks application role or a child role.
Users with this application role:

l Add custom task in One Identity Manager.

l Configure and start synchronization in the


Synchronization Editor.
l Edit the synchronization's target system types as well as
outstanding objects in the Manager.

You can use these application roles, for example, to guarantee


One Identity Manager users write permissions on custom tables
or columns. All application roles that you define here must
obtain their write permissions through custom permissions
groups.
This application role gets its write access through a custom
permissions group and the vi_4_SYNCPROJECT_ADMIN
permissions group.

To configure synchronization projects and target system synchronization (in the


use cases 2 and 3)

1. Set up a custom permissions group with all permissions for configuring


synchronization and editing synchronization objects.
2. Assign a custom application role to this permissions group.

Detailed information about this topic

l Setting up a custom application role for synchronization on page 8

Setting up a custom application role for


synchronization
For role-based login, create a custom application role to guarantee One Identity Manager
users the necessary permissions for configuring synchronization and handling outstanding
objects. This application role obtains the required permissions by using a custom
permissions group.

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Connector 8
Connecting a target system using the Windows PowerShell connector
To set up an application role for synchronization (use case 2):

1. In the Manager, select the default application role to use to edit the objects you want
to synchronization.
l Establish the application role's default permissions group.
If you want to import employee data, for example, select the Identity
Management | Employees | Administrators application role. The default
permissions group of this application role is vi_4_PERSONADMIN.
2. In the Designer, create a new permissions group.
l Set the Only use for role based authentication option.
3. Make the new permissions group dependent on the vi_4_SYNCPROJECT_ADMIN
permissions group.
The vi_4_SYNCPROJECT_ADMIN permissions groups must be assigned as the parent
permissions group. This means that the new permissions group inherits the
properties.
4. Make the new permissions group dependent on the default permissions group of the
selected default application role.
The default permissions group must be assigned as a subgroup. This means that the
new permissions group inherits the properties.
5. Save the changes.
6. In the Manager, create a new application role.
a. Assign the selected application role to be the parent application role.
b. Assign the new permissions group.
7. Assign employees to this application role.
8. Save the changes.

To set up an application role for synchronization (use case 3):

1. In the Designer, create a new permissions group for custom tables, which are
populated though synchronization.
l Set the Only use for role based authentication option.
2. Guarantee this permissions group all the required permissions to the custom tables.
3. Create another permissions group for synchronization.
l Set the Only use for role based authentication option.
4. Make the permissions group for synchronization dependent on the permissions group
for custom tables.
The permissions group for custom tables must be assigned as parent permissions
group. This means the permissions groups for synchronization inherits its properties.
5. Make the permissions group for synchronization dependent on the vi_4_
SYNCPROJECT_ADMIN permissions group.

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Connecting a target system using the Windows PowerShell connector
The vi_4_SYNCPROJECT_ADMIN permissions groups must be assigned as the parent
permissions group. This means the permissions groups for synchronization inherits
its properties.
6. Save the changes.
7. In the Manager, create a new application role.
a. Assign the Custom | Managers application role as the parent
application role.
b. Assign the permissions group for the synchronization.
8. Assign employees to this application role.
9. Save the changes.

For detailed information about setting up application roles and permissions groups, see the
One Identity Manager Authorization and Authentication Guide.

Setting up the synchronization server


A server with the following software must be available for setting up synchronization:

l Windows operating system


The following versions are supported:
l Windows Server 2008 R2 (non-Itanium based 64-bit) service pack 1 or later
l Windows Server 2012
l Windows Server 2012 R2
l Windows Server 2016
l Windows Server 2019
l Microsoft .NET Framework Version 4.7.2 or later
NOTE: Take the target system manufacturer's recommendations into account.
l Windows Installer
l Windows Management Framework 4.0 or Windows PowerShell Version 3.0 or later
l Target system-specific Windows PowerShell modules or snap-ins
l One Identity Manager Service
l Install One Identity Manager components with the installation wizard.
1. Select the Select installation modules with existing database
option.
2. Select the Server | Job server machine role.
For more detailed information about system requirements for installing the One
Identity Manager Service, see the One Identity Manager Installation Guide.

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Connector 10
Connecting a target system using the Windows PowerShell connector
All One Identity Manager Service actions are executed against the target system
environment on the synchronization server. Data entries required for synchronization and
administration with the One Identity Manager database are processed by the
synchronization server. The synchronization server must be declared as a Job server in
One Identity Manager.
NOTE: If several target system environments of the same type are synchronized under
the same synchronization server, it is useful to set up a Job server for each target
system on performance grounds. This avoids unnecessary swapping of connections to
target systems because a Job server only has to process tasks of the same type (re-use
of existing connections).
Use the One Identity Manager Service to install the Server Installer. The program executes
the following steps:

l Sets up a Job server.


l Specifies machine roles and server function for the Job server.
l Remotely installs One Identity Manager Service components corresponding to the
machine roles.
l Configures the One Identity Manager Service.
l Starts the One Identity Manager Service.

NOTE: To generate processes for the Job server, you need the provider, connection
parameters, and the authentication data. In the default case, this information is determ-
ined from the database connection data. If the Job server runs through an application
server, you must configure extra connection data in the Designer. For detailed inform-
ation about setting up Job servers, see the One Identity Manager Configuration Guide.
NOTE: The program executes remote installation of the One Identity Manager Service.
Local installation of the service is not possible with this program. Remote installation is
only supported within a domain or a trusted domain.
To remotely install the One Identity Manager Service, you must have an
administrative workstation on which the One Identity Manager components are
installed. For detailed information about installing a workstation, see the One Identity
Manager Installation Guide.

To remotely install and configure One Identity Manager Service on a server

1. Start the program Server Installer on your administrative workstation.


2. Enter the valid connection credentials for the One Identity Manager database on the
Database connection page.
3. Specify the server on which you want to install One Identity Manager Service on the
Server properties page.
a. Select a Job server from the Server menu.
- OR -
To create a new Job server, click Add.
b. Enter the following data for the Job server.

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Connector 11
Connecting a target system using the Windows PowerShell connector
l Server: Name of the Job server.
l Queue: Name of the queue to handle the process steps. Each One
Identity Manager Service within the network must have a unique queue
identifier. The process steps are requested by the Job queue using
exactly this queue name. The queue identifier is entered in the One
Identity Manager Service configuration file.
l Full server name: Full server name in accordance with DNS syntax.
Syntax:
<Name of servers>.<Fully qualified domain name>
NOTE: You can use the Extended option to make changes to other properties
for the Job server. You can also edit the properties later with the Designer.
4. On the Machine roles page, select Job server.
5. On the Server functions page, select Windows PowerShell connector.
6. On the Service Settings page, enter the connection data and check the One Identity
Manager Service configuration.
NOTE: The initial service configuration is predefined already. If further changes
need to be made to the configuration, you can do this later with the Designer. For
detailed information about configuring the service, see the One Identity Manager
Configuration Guide.
l For a direct connection to the database:
a. Select Process collection | sqlprovider.
b. Click the Connection parameter entry, then click the Edit button.
c. Enter the connection data for the One Identity Manager database.
l For a connection to the application server:
a. Select Process collection, click the Insert button and select
AppServerJobProvider.
b. Click the Connection parameter entry, then click the Edit button.
c. Enter the connection data for the application server.
d. Click the Authentication data entry and click the Edit button.
e. Select the authentication module. Depending on the authentication
module, other data may be required, for example, user and password.
For detailed information about the One Identity Manager authentication
modules, see the One Identity Manager Authorization and
Authentication Guide.
7. To configure remote installations, click Next.
8. Confirm the security prompt with Yes.
9. On the Select installation source page, select the directory with the install files.
10. On the Select private key file page, select the file with the private key.
NOTE: This page is only displayed when the database is encrypted.

One Identity Manager 8.1.2 User Guide for the Windows PowerShell
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Connecting a target system using the Windows PowerShell connector
11. On the Service access page, enter the service's installation data.
l Computer: Name or IP address of the server that the service is installed and
started on.
l Service account: User account data for the One Identity Manager Service.
l To start the service under the NT AUTHORITY\SYSTEM account, set
the Local system account option.
l To start the service under another account, disable the Local system
account option and enter the user account, password and password
confirmation.
l Installation account: Data for the administrative user account to install
the service.
l To use the current user’s account, set the Current user option.
l To user another user account, disable the Current user option and enter
the user account, password and password confirmation.
l To change the install directory, names, display names or description of the One
Identity Manager Service, use the other options.
12. Click Next to start installing the service.
Installation of the service occurs automatically and may take some time.
13. Click Finish on the last page of the Server Installer.
NOTE: In a default installation, the service is entered in the server’s service
management with the name One Identity Manager Service.

Creating a synchronization project


A synchronization project collects all the information required for synchronizing the One
Identity Manager database with a target system. Connection data for target systems,
schema types and properties, mapping, and synchronization workflows all belong to this.
Have the following information available for setting up a synchronization project.

Table 5: Information required for setting up a synchronization project

Data Explanation

Definition file You provide the required Windows PowerShell cmdlets, schema
types, schema properties and connection parameters in an XML
file.
Synchronization All One Identity Manager Service actions are executed against
server the target system environment on the synchronization server.
Data entries required for synchronization and administration
with the One Identity Manager database are processed by the
synchronization server.

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Connecting a target system using the Windows PowerShell connector
Data Explanation

Installed components:

l One Identity Manager Service (started)

The synchronization server must be declared as a Job server in


One Identity Manager. The Job server name is required.
For more information, see Setting up the synchronization server
on page 10.

Remote connection To configure synchronization with a target system, One Identity


server Manager must load the data from the target system. One
Identity Manager communicates directly with the target system
to do this. Sometimes direct access from the workstation on
which the Synchronization Editor is installed is not possible,
because of the firewall configuration, for example, or because
the workstation does not fulfill the necessary hardware and
software requirements. If direct access is not possible from the
workstation, you can set up a remote connection.
The remote connection server and the workstation must be in
the same Active Directory domain.
Remote connection server configuration:

l One Identity Manager Service is started


l RemoteConnectPlugin is installed

The remote connection server must be declared as a Job server


in One Identity Manager. The Job server name is required.
TIP: The remote connection server requires the same config-
uration as the synchronization server (with regard to the
installed software and entitlements). Use the synchronization
as remote connection server at the same time, by simply
installing the RemoteConnectPlugin as well.
For more detailed information about setting up a remote
connection, see the One Identity Manager Target System
Synchronization Reference Guide.

Synchronization Set the option Data import in the synchronization step if


workflow synchronization data is imported from a secondary system. You
cannot select the processing method "MarkAsOutstanding" for
these synchronization steps.
For more detailed information about synchronizing user data
with different systems, see the One Identity Manager Target
System Synchronization Reference Guide.

Base object If no base object can be specified, you can assign a base table
and the synchronization server.

One Identity Manager 8.1.2 User Guide for the Windows PowerShell
Connector 14
Connecting a target system using the Windows PowerShell connector
Data Explanation

l Select the Base table from the menu in which to import


the objects. The base table can be used to defined
downstream processes for synchronization. For more
information about downstream processes, see the One
Identity Manager Target System Synchronization
Reference Guide.
l The Synchronization server menu displays all Job
servers for which the “Windows PowerShell Connector”
server function is enabled.

Variable set If you implement specialized variable sets, ensure that the start
up configuration and the base object use the same variable set.

To configure synchronization with the Windows PowerShell connector

1. Create a definition file, which described the structure of the target system and the
Windows PowerShell cmdlets to use.
2. Create a new synchronization project.

3. Add mappings. Define property mapping rules and object matching rules.
4. Create synchronization workflows.
5. Create a start up configuration.
6. Define the synchronization scope.
7. Specify the base object of the synchronization.
8. Specify the extent of the synchronization log.
9. Run a consistency check.
10. Activate the synchronization project.
11. Save the new synchronization project in the database.

For more detailed information about create the various components of the synchronization
configuration (for example, mappings, workflows, or start-up configuration), see the One
Identity Manager Target System Synchronization Reference Guide.

Detailed information about this topic

l Creating definition files on page 15


l How to set up a synchronization project on page 16

Creating definition files


When you set up synchronization, you enter the required Windows PowerShell cmdlets,
schema types, schema properties and the information required for logging in to the target

One Identity Manager 8.1.2 User Guide for the Windows PowerShell
Connector 15
Connecting a target system using the Windows PowerShell connector
system in XML notation. Create one XML file for this, which contains the entire definition.
The definition file is loaded when you configure synchronization in the project wizard. You
can create Synchronization Editor maps and synchronization workflows based on this
definition.
You can find an example of a definition file on the One Identity Manager installation
medium in ..\Modules\TSB\dvd\AddOn\SDK\[Link].

How to set up a synchronization project


There is an wizard to assist you with setting up a synchronization project. This wizard takes
you all the steps you need to set up initial synchronization with a target system. Click Next
once you have entered all the data for a step.
NOTE: The following sequence describes how you configure a synchronization project if
Synchronization Editor is both:

l Executed in default mode


l Started from the launchpad

If you execute the project wizard in expert mode or directly from Synchronization Editor,
additional configuration settings can be made. Follow the project wizard instructions
through these steps.

To set up a synchronization project

1. Start the Launchpad and log on to the One Identity Manager database.
NOTE: If synchronization is executed by an application server, connect the
database through the application server.

2. Select the Windows PowerShell Connector. Click Run.


This starts the Synchronization Editor's project wizard.

3. On the System access page, specify how One Identity Manager can access the
target system.
l If access is possible from the workstation on which you started
Synchronization Editor, you do not need to make any settings.
l If access is not possible from the workstation on which you started
Synchronization Editor, you can set up a remote connection.
Enable the Connect using remote connection server option and select the
server to be used for the connection under Job server.

l Click Next to start the system connection wizard for connecting with the
Windows PowerShell.

4. Click Next on the start page of system connection wizard.


5. On the Connector Definition page, you enter the required Windows PowerShell
cmdlets, schema types, schema properties, and the information required for logging

One Identity Manager 8.1.2 User Guide for the Windows PowerShell
Connector 16
Connecting a target system using the Windows PowerShell connector
in to the target system in XML notation.

Table 6: Connector definition

Property Description

System Unique name of the system connection.


ID/Name

Concurrent Maximum number of simultaneous connections to the target


connections system.

Definition Definition that converts the target system schema into Cmdlet
calls. Enter the definition in XML notation.
a. To load the definition from a definition file, click .
b. To check the consistency of the definition, click .

6. Enter the data for the required connection parameter on the Connection data
page. All the parameters from the ConnectionParameters element of the XML
definition are queried.
7. You can save the connection data on the last page of the system connection wizard.
l Set the Save connection locally option to save the connection data. This can
be reused when you set up other synchronization projects.
l Click Finish, to end the system connection wizard and return to the
project wizard.

8. On the One Identity Manager Connection tab, test the data for connecting to the
One Identity Manager database. The data is loaded from the connected database.
Reenter the password.
NOTE: If you use an unencrypted One Identity Manager database and have not
yet saved any synchronization projects to the database, you need to enter all
connection data again. This page is not shown if a synchronization project
already exists.
9. The wizard loads the target system schema. This may take a few minutes depending
on the type of target system access and the size of the target system.

10. Select a project template on the Select project template page to use for setting up
the synchronization configuration.
HINWEIS:The Windows PowerShell connector does not provide a default project
template for setting up synchronization. If you have created your own project
template, you can select it to configure the synchronization project. Otherwise,
select Create blank project.

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Connecting a target system using the Windows PowerShell connector
11. Enter the general setting for the synchronization project under General.

Table 7: General properties of the synchronization project

Property Description

Display Display name for the synchronization project.


name

Script Language in which the scripts for this synchronization project are
language written.
Scripts are implemented at various points in the synchronization
configuration. Specify the script language when you set up an empty
project.
IMPORTANT: You cannot change the script language once the
synchronization project has been saved.
If you use a project template, the template's script language is
used.

Description Spare field for additional explanation.

12. To close the project wizard, click Finish.


13. Save the synchronization project in the database.

Updating schemas
All the schema data (schema types and schema properties) of the target system schema
and the One Identity Manager schema are available when you are editing a
synchronization project. Only a part of this data is really needed for configuring
synchronization. If a synchronization project is finished, the schema is compressed to
remove unnecessary data from the synchronization project. This can speed up loading the
synchronization project. Deleted schema data can be added to the synchronization
configuration again at a later point.
If the target system schema or the One Identity Manager schema has changed, these
changes must also be added to the synchronization configuration. Then the changes can be
added to the schema property mapping.
To include schema data that have been deleted through compressing and schema
modifications in the synchronization project, update each schema in the synchronization
project. This may be necessary if:

l A schema was changed by:


l Changes to a target system schema
l Customizations to the One Identity Manager schema
l A One Identity Manager update migration

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l A schema in the synchronization project was shrunk by:
l Enabling the synchronization project
l Saving the synchronization project for the first time
l Compressing a schema

To update a system connection schema

1. Open the synchronization project in the Synchronization Editor.


2. Select the Configuration | Target system category.
- OR -
Select the Configuration | One Identity Manager connection category.
3. Select the General view and click Update schema.
4. Confirm the security prompt with Yes.
This reloads the schema data.

To edit a mapping

1. Open the synchronization project in the Synchronization Editor.


2. Select the Mappings category.
3. Select a mapping in the navigation view.
Opens the Mapping Editor. For more detailed information about mappings, see the
One Identity Manager Target System Synchronization Reference Guide.

NOTE: The synchronization is deactivated if the schema of an activated synchronization


project is updated. Reactivate the synchronization project to synchronize.

Starting synchronization
Synchronization is started using scheduled process plans. A scheduled process plan is
added once a start up configuration is assigned to a schedule. Use schedules to define
executing times for synchronization.
NOTE: Synchronization can only be started if the synchronization project is enabled.
To execute synchronization regularly, configure, and activate the a schedule. You can also
start synchronization manually if there is no active schedule.
IMPORTANT: As long as synchronization is running, you must not start another
synchronization for the same target system. This applies especially, if the same
synchronization objects would be processed.

l If another synchronization is started with the same start up configuration, this


process is stop and is assigned the Frozen execution status. An error message is
written to the One Identity Manager Service log file.

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l Ensure that start up configurations that are used in start up sequences are
not started individually at the same time. Assign start up sequences and start
up configurations different schedules.
l If another synchronization is started with another start up configuration, that
addresses same target system, it may lead to synchronization error or loss of data.
Specify One Identity Manager behavior in this case, in the start up configuration.
l Use the schedule to ensure that the start up configurations are executed
in sequence.
l Group start up configurations with the same start up behavior.

If you want to specify the order in which target systems are synchronized, use the start up
sequence to run synchronization. In a start up sequence, you can combine start up
configurations from different synchronization projects and specify the order of execution.
For detailed information about start up configurations, see the One Identity Manager Target
System Synchronization Reference Guide.

Analyzing synchronization
Synchronization results are summarized in the synchronization log. You can specify the
extent of the synchronization log for each system connection individually. One Identity
Manager provides several reports in which the synchronization results are organized under
different criteria.

To display a synchronization log

1. Open the synchronization project in the Synchronization Editor.


2. Select the Logs category.
3. Click in the navigation view toolbar.
Logs for all completed synchronization runs are displayed in the navigation view.
4. Select a log by double-clicking it.
An analysis of the synchronization is shown as a report. You can save the report.

Synchronization logs are stored for a fixed length of time.

To modify the retention period for synchronization logs

l In the Designer, enable the DPR | Journal | LifeTime configuration parameter and
enter the maximum retention period.

Post-processing outstanding objects


Objects, which do not exist in the target system, can be marked as outstanding in One
Identity Manager by synchronizing. This prevents objects being deleted because of an

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incorrect data situation or an incorrect synchronization configuration.
Outstanding objects

l Cannot be edited in One Identity Manager.


l Are ignored by subsequent synchronization.
l Are ignored by inheritance calculations.

This means, all memberships and assignments remain intact until the outstanding objects
have been processed.
Start target system synchronization to do this.

To allow post-processing of outstanding objects

l Configure target system synchronization.


For more information, see Configuring target system synchronization on page 21.

Related topics

l How to post-process outstanding objects on page 23


l Users and permissions for synchronizing on page 4

Configuring target system synchronization


Create a target system for post-processing outstanding objects. Assign tables you want to
be populated by synchronization, to this target system type. Specify the tables for which
outstanding objects can be published in the target system during post-processing. Define a
process for publishing the objects.

To create a target system type

1. In the Manager, select the Data Synchronization | Basic configuration data |


Target system types category.
2. Click in the result list.
3. Edit the target system type master data.
4. Save the changes.

Enter the following data for a target system type.

Table 8: Master data for a target system type

Property Description

Target system Target system type description.


type

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Property Description

Description Spare field for additional explanation.

Display name Name of the target system type as displayed in One Identity Manager
tools.

Cross-boundary Specifies whether user accounts can be assigned to groups if they


inheritance belong to different custom target systems.
NOTE: If this option is not set, the target system type is used to
group the target systems.

Show in compli- Specifies whether the target system type for compliance rule wizard
ance rule wizard can be selected when rule conditions are being set up.

Text snippet Text snippets used for linking text in the compliance rule wizard.

To add tables to the target system synchronization

1. In the Manager, select the Data Synchronization | Basic configuration data |


Target system types category.
2. In the result list, select the target system type custom-defined target system.
3. Select the Assign synchronization tables task.
4. Assign custom tables whose outstanding objects you want to handle in .
5. Save the changes.
6. Select the Configure tables for publishing task.
7. Select tables whose outstanding objects can be published in the target system and
set the Publishable option.
8. Save the changes.

NOTE: The connector must have write access to the target system in order to publish
outstanding objects that are being post-processed. That means, the Connection is
read-only option must no be set for the target system connection.

To publish outstanding objects

l For each table for which you want to publish outstanding objects, create a process,
which is triggered by the event HandleOutstanding and which executes the
provisioning of the objects. Use the AdHocProjection process function of the
ProjectorComponent process component. For detailed information about defining
processes, see the One Identity Manager Configuration Guide.

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How to post-process outstanding objects
To post-process outstanding objects

1. In the Manager, select Data synchronization | Target system synchronization:


<target system type>.
All tables assigned to the target system type are displayed in the navigation view.
2. Select the table whose outstanding objects you want to edit in the navigation view.
All objects marked as outstanding are shown on the form.
TIP:

To display object properties of an outstanding object


a. Select the object on the target system synchronization form.
b. Open the context menu and click Show object.

3. Select the objects you want to rework. Multi-select is possible.


4. Click one of the following icons in the form toolbar to execute the respective method.

Table 9: Methods for handling outstanding objects

Icon Method Description

Delete The object is immediately deleted in the One Identity Manager


database. Deferred deletion is not taken into account. The
Outstanding label is removed for the object.
Indirect memberships cannot be deleted.

Publish The object is added in the target system. The Outstanding label
is removed for the object.
The method triggers the HandleOutstanding event. This runs a
target system specific process that triggers the provisioning
process for the object.
Prerequisites:
l The table containing the object can be published.
l The target system connector has write access to the target
system.
l A custom process is set up for provisioning the object.

Reset The Outstanding label is removed for the object.

5. Confirm the security prompt with Yes.

NOTE: By default, the selected objects are processed in parallel, which speeds up
execution of the selected method. If an error occurs during processing, the action is
stopped and all changes are discarded.

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Bulk processing of objects must be disabled if errors are to be localized, which means the
objects are processed sequentially. Failed objects are named in the error message. All
changes that were made up until the error occurred are saved.

To disable bulk processing

l Deactivate in the form toolbar.

Related topics

l Configuring target system synchronization on page 21


l Users and permissions for synchronizing on page 4

Configuring the provisioning of


memberships
Memberships, for example, user accounts in groups, are saved in assignment tables in the
One Identity Manager database. During provisioning of modified memberships, changes
made in the target system will probably be overwritten. This behavior can occur under the
following conditions:

l Memberships are saved in the target system as an object property in list form
(Example: List of user accounts in the Members property of an Active Directory group).
l Memberships can be modified in either of the connected systems.
l A provisioning workflow and provisioning processes are set up.

If a membership in One Identity Manager changes, the complete list of members is


transferred to the target system by default. Memberships, previously added to the target
system are removed by this; previously deleted memberships are added again.
To prevent this, provisioning can be configured such that only the modified membership is
provisioned in the target system. The corresponding behavior is configured separately for
each assignment table.

To allow separate provisioning of memberships

1. In the Manager, select the Data Synchronization | Basic configuration data |


Target system types category.
2. Select the Configure tables for publishing task.
3. Select the assignment tables for which you want to allow separate provisioning.
Multi-select is possible.
l This option can only be enabled for assignment tables that have a base table
with XDateSubItem or CCC_XDateSubItem column.
l Assignment tables that are grouped together in a virtual schema property in

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the mapping must be marked identically (for example, ADSAccountInADSGroup,
ADSGroupInADSGroup and ADSMachineInADSGroup).
4. Click Enable merging.
5. Save the changes.

For each assignment table labeled like this, the changes made in One Identity Manager are
saved in a separate table. During modification provisioning, the members list in the target
system is compared to the entries in this table. This means that only modified
memberships are provisioned and the members list does not get entirely overwritten.
NOTE: The complete members list is updated by synchronization. During this process,
objects with changes but incomplete provisioning are not handled. These objects are
logged in the synchronization log.
You can restrict single provisioning of memberships with a condition. Once single provi-
sioning has been disabled for a table, the condition is deleted. Table that have had the
condition deleted or edited are marked with the following icon: . You can restore the
original condition at any time.

To restore the default condition

1. Select the auxiliary table for which you want to restore the condition.
2. Right-click on the selected row and select the Restore original values
context menu item.
3. Save the changes.

For more detailed information about provisioning memberships, see the One Identity
Manager Target System Synchronization Reference Guide.

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2

Error handling

For detailed information about correcting errors during synchronization of object


hierarchies, see the One Identity Manager Target System Synchronization Reference
Guide.

Help for the analysis of


synchronization issues
You can generate a report for analyzing problems which occur during synchronization, for
example, insufficient performance. The report contains information such as:

l Consistency check results


l Revision filter settings
l Scope applied
l Analysis of the data store
l Object access times in the One Identity Manager database and in the target system

To generate a synchronization analysis report

1. Open the synchronization project in the Synchronization Editor.


2. Select the Help | Generate synchronization analysis report menu item and
click Yes in the security prompt.
The report may take a few minutes to generate. It is displayed in a separate window.
3. Print the report or save it in one of the available output formats.

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Error handling
About us

About us

One Identity solutions eliminate the complexities and time-consuming processes often
required to govern identities, manage privileged accounts and control access. Our solutions
enhance business agility while addressing your IAM challenges with on-premises, cloud and
hybrid environments.

Contacting us
For sales and other inquiries, such as licensing, support, and renewals, visit
[Link]

Technical support resources


Technical support is available to One Identity customers with a valid maintenance contract
and customers who have trial versions. You can access the Support Portal at
[Link]
The Support Portal provides self-help tools you can use to solve problems quickly and
independently, 24 hours a day, 365 days a year. The Support Portal enables you to:

l Submit and manage a Service Request


l View Knowledge Base articles
l Sign up for product notifications
l Download software and technical documentation
l View how-to videos at [Link]/OneIdentity
l Engage in community discussions
l Chat with support engineers online
l View services to assist you with your product

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About us
Index
I ndex

A P
application role 4 provisioning
application role for synchronztion 8 members list 24

B R
base object 13 remote connection server 13

C S
check definition 16 schema
consistency check 16 changes 18
shrink 18

D update 18
synchronization
definition file 15
start 19
synchronization analysis report 26
J
synchronization configuration 13, 16
Job server synchronization log 20
edit 10 synchronization server 13
configure 10
M install 10

membership Job server 10

modify provisioning 24
T
O target system synchronization

object table to assign 21

delete immediately 23 target system type 21

outstanding 20, 23
publish 23
outstanding object 20

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Index
V
variable set 13

W
Windows PowerShell connector 4
workflow 13

One Identity Manager 8.1.2 User Guide for the Windows PowerShell
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Index

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